Aerarium

SEC EDGAR Form 13F

Trian Fund Management

Trian Fund Management is a highly engaged public-equity manager associated with Nelson Peltz that targets high-quality companies with untapped potential and works with management and boards.

Latest Form 13F: 8 long U.S. equity positions, $3.9B reported value for the period ended Mar 31, 2026, led by Janus Henderson Group plc, GE Aerospace, and Solventum Corporation.

CIK: 1345471 · Filed: May 15, 2026 · Period: Mar 31, 2026

Reported value
$3.9B
Positions
8
Key person
Nelson Peltz
Style
Engaged public equity
Top holding
JHG · Janus Henderson Group plc
Period
Mar 31, 2026
Filed
May 15, 2026
CIK
1345471

What a 13F does not show

Form 13F covers many reportable long U.S. equity positions at quarter end. It does not show every asset type, short positions, hedges, intraperiod trades, or current holdings after the report date. Use it as ownership context, not investment advice.

Read the 13F guide →
JHG
Janus Henderson Group plc
Portfolio weight
42.41%
GE
GE Aerospace
Portfolio weight
29.63%
SOLV
Solventum Corporation
Portfolio weight
13.94%
FERGXXXX
Ferguson Plc New
Portfolio weight
6.57%
WEN
Wendys Co.
Portfolio weight
5.48%

Top reported holdings

Showing the top 8 positions by reported value. Source: SEC EDGAR Form 13F; period 2026-03-31; filed 2026-05-15.

#TickerCompanySharesValuePortfolio %QoQ change
1JHGJanus Henderson Group plc31.9M$1.6B42.41%+0.0%
2GEGE Aerospace4.0M$1.1B29.63%+0.0%
3SOLVSolventum Corporation8.2M$538M13.94%+0.0%
4FERGXXXXFerguson Plc New1.1M$253M6.57%+0.0%
5WENWendys Co.30.4M$212M5.48%+0.0%
6IVZInvesco Ltd.3.0M$72M1.87%+0.0%
7MICCMagnum Ice Cream Co NV241.0K$4M0.09%--
8GEHCGE HealthCare Technologies Inc.4.0K$287,852.000.01%+0.0%

Related funds by overlapping holdings